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Shared project context

One project. One method. Everyone’s AI.

Project meetings, documents, email, and the firm’s own playbooks reach every consultant’s AI. Nobody briefs it twice.

Request a pilotSee what changes

Project

Northgate operating model review

4 sources, 1 excluded

  • kickoff-call-jul-08.vtt

    Teams call transcript

    Included

  • /Clients/Northgate/Diagnostic

    SharePoint folder, 42 files

    Read in place

  • Steering thread, 18 messages

    Outlook, engagement lead only

    Included

  • pricing-model-v6.xlsx

    Upload, excluded by engagement lead

    Excluded

Available in Claude, ChatGPT, and Copilot

same set for every member

Four chat windows, or one project.

Today

  • Each person pastes their own version of the background.
  • The method sits with whoever worked it out.
  • Every deliverable starts on a blank page.
  • An answer arrives with no way to check it.

4 people, 4 versions of the engagement

With Evidos

  • One project record, and every consultant's AI reads it.
  • The firm's playbook loads with the task.
  • Every to-do arrives with its brief written.
  • Every quote is located in its source, or labeled.

1 record, read by every AI on the team

How this works

Three steps to set up, then it stays current.

  1. 01

    Connect the project's sources once

    Point Evidos at the Teams calls, the SharePoint folders, and the Outlook threads that belong to the engagement. Scope is set at the start and stays editable.

  2. 02

    Evidos keeps the record current as work happens

    New calls are processed, new documents in scope are picked up, and commitments made on those calls become to-dos.

  3. 03

    Each consultant connects their own AI

    Claude, ChatGPT, or Copilot reads the same project record over MCP. No pasting, and the same set for every member of the team.

Your firm’s methods reach every consultant’s AI.

Interview guides, deliverable standards, and review methods live in Evidos as versioned playbooks. Update one, and the next prompt uses it.

  • interview-guidev3.2
    updated Jul 12used in 14 projects
  • deliverable-standardsv2.0
    updated Jun 28used in 9 projects
  • operating-model-reviewv1.4
    added Jul 19not used yet

Each playbook shows the projects it has been used in. A standard nobody reaches for is visible as one.

Start the week knowing what is owed.

Commitments made on calls become to-dos as soon as the call is processed, grouped by the person who owns them, each carrying the words that created it.

  • ...can you put the operating model findings into the steering pack by Thursday...

    Draft the operating model findings deck for Thursday's steering pack

    Engagement leaddue Jul 24
  • ...we can pull that extract for you next week...

    Client to provide the Q2 claims data extract

    Client COOdue Jul 18

What changed this week

  1. Jul 24Thursday's call captured, and its commitments listed
  2. Jul 226 documents added to the client folder, in scope automatically
  3. Jul 22Project scope refreshed after the steering call
  4. Jul 21Pricing model excluded from AI by the engagement lead

Every to-do comes with its brief already written.

Copy the prompt, paste it into your AI, and the first draft comes back sourced.

The first draft comes back written and sourced. The consultant edits from there.

What a copied prompt carries

Objective
What to produce, who owns it, when it is due.
Evidence and lineage
The quote behind the ask, its speaker, and the exact source revision.
Firm playbook
operating-model-review v1.4
Acceptance checks
Resolve every ask, cite every quote, name what is missing.
Safety
Evidos tells the AI to ignore any instruction buried inside a client file.

For teams whose name goes on the work.

Consulting firms, internal strategy groups, and advisory teams running interview-heavy engagements.

  • Partners

    See the engagement without asking. Every project shows what is in scope, who owes what, and what the AI was allowed to read.

  • Engagement leads

    Know what is owed without chasing anyone. Every commitment made on a call is on the list, with the words that created it.

  • Consultants

    Open your AI and the brief is there. The background, the evidence, and the firm's playbook arrive with the task.

Trust and IT

Built for confidential client work.

Designed to pass a professional firm’s vendor review.

  • You control the scope.

    A document you exclude is never read, searched, or quoted. Transcripts can stay private to the person who captured them, and email is off for each person until they turn it on.

  • Documents stay in SharePoint.

    Evidos reads them live where they live and hands your AI the client's actual file, so revoking access removes the corpus at once.

  • Answers carry their source.

    Every quote is located in the original file or transcript, and labeled when it cannot be.

  • Zero data retention.

    AI providers retain nothing, access is walled per firm and scoped per project, and every AI action is logged.

Pilot Evidos on your next engagement.

We are onboarding consulting and strategy teams as design partners. Share your contact details and we’ll be in touch to discuss next steps.

Evidos | One project record, read by every consultant's AI